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Winthrop Capital Management’s Philip Morris PM Stock Holding History

Winthrop Capital Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Hold
633
– – 0.03% 145
2025
Q4 		$102K Buy
633
+27
+4% +$4.18K 0.02% 156
2025
Q3 		$98K Hold
606
– – 0.02% 145
2025
Q2 		$110K Buy
606
+39
+7% +$6.7K 0.03% 150
2025
Q1 		$90K Hold
567
– – 0.02% 144
2024
Q4 		$68K Buy
+567
New +$71.5K 0.02% 161
2024
Q1 		– Sell
-524
Closed -$49.3K – 258
2023
Q4 		$49.3K Buy
+524
New +$48.3K 0.02% 163

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winthrop Capital Management's PM Position: Q1 2026 in Review

Winthrop Capital Management held its Philip Morris (PM) position steady in Q1 2026 at 633 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #145.

Winthrop Capital Management first reported a position in PM in Q4 2023 and has held it in 7 quarters since. The position peaked at $110K in Q2 2025. 2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Winthrop Capital Management held 633 shares of Philip Morris worth $105K as of Q1 2026.
  • Winthrop Capital Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.03% of Winthrop Capital Management's portfolio in Q1 2026, its #145 holding.
  • Winthrop Capital Management first reported a position in Philip Morris in Q4 2023 and has held it in 7 quarters since.
  • Winthrop Capital Management's Philip Morris position peaked at $110K in Q2 2025.
  • 2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.